Pacific Point Advisors, LLC
Pacific Point Advisors, LLC is an SEC-registered wealth manager in San Diego, CA with $389.6M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Pacific Point Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310731, SEC 801-126183, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $389.6M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 9
- Clients
- 86
- CRD
- 310731
- Ownership
- LICOSATI, MICHAEL, COSIMO; WINSHIP, HENRY, WARD
How much AUM does Pacific Point Advisors, LLC have?
Pacific Point Advisors, LLC reported $389.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Pacific Point Advisors, LLC?
Disclosed owners and executives of Pacific Point Advisors, LLC include LICOSATI, MICHAEL, COSIMO, WINSHIP, HENRY, WARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.